Files
chatwoot/app/controllers/api/v1/accounts/onboardings_controller.rb
62cbeae95f feat: onboarding inboxes UI (#14565)
After entering their account details, new admins land on an **Inbox
setup** screen that shows what we've already set up for them and lets
them connect their conversation channels without leaving onboarding. It
surfaces the auto-created live chat widget (and Help Center on
Enterprise), highlights channels detected from their website, and offers
a **View all** dialog to connect any supported channel inline.

### Channel status

| Channel | How it connects | Status | PR |
|---|---|---|---|
| Live chat (Website) | Auto-created during setup |  Done |
https://github.com/chatwoot/chatwoot/pull/14314 |
| WhatsApp | Meta embedded signup |  Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Facebook | Login + page picker |  Done |
https://github.com/chatwoot/chatwoot/pull/14619 |
| Instagram | OAuth redirect |  Done |
https://github.com/chatwoot/chatwoot/pull/14568 |
| TikTok | OAuth redirect |  Done |
https://github.com/chatwoot/chatwoot/pull/14569 |
| LINE | Inline credential form |  Done | — |
| Telegram | Inline credential form |  Done | — |
| Gmail / Outlook | OAuth (email) | ⚠️ Disabled — coming in a follow-up
| https://github.com/chatwoot/chatwoot/pull/14567 |
| SMS / API / Voice / Other email | — |  Unavailable | — |

---------

Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
2026-06-25 14:54:07 +05:30

90 lines
2.6 KiB
Ruby

class Api::V1::Accounts::OnboardingsController < Api::V1::Accounts::BaseController
before_action :check_admin_authorization?
ONBOARDING_STEP_KEY = 'onboarding_step'.freeze
STEP_ACCOUNT_DETAILS = 'account_details'.freeze
STEP_INBOX_SETUP = 'inbox_setup'.freeze
ONBOARDING_STEPS = [STEP_ACCOUNT_DETAILS, STEP_INBOX_SETUP].freeze
def update
return render json: { error: 'Invalid onboarding step' }, status: :unprocessable_entity unless ONBOARDING_STEPS.include?(params[:onboarding_step])
@account = Current.account
# The client declares the step it is completing; `account_details` runs
# `complete_account_details`, and so on. The known-step guard above keeps the
# client value from `send`-ing an arbitrary method.
send("complete_#{params[:onboarding_step]}")
render 'api/v1/accounts/update', format: :json
end
def help_center_generation
render json: help_center_generation_status
end
private
def complete_account_details
# Only act while the cursor still points here, so a stale replay after
# onboarding finished can't re-enter it.
return unless current_step == STEP_ACCOUNT_DETAILS
@account.assign_attributes(account_params)
@account.custom_attributes.merge!(custom_attributes_params)
# inbox_setup is a cloud-only step (DEPLOYMENT_ENV config, not a hardcoded
# environment check); self-hosted finishes onboarding here.
if ChatwootApp.chatwoot_cloud?
move_to_step(STEP_INBOX_SETUP)
create_onboarding_inboxes
else
finish_onboarding
end
end
def complete_inbox_setup
# Only finalize while the cursor still points here, so a stale or out-of-order
# request can't end onboarding early. Replays are no-ops.
return unless current_step == STEP_INBOX_SETUP
finish_onboarding
end
def current_step
@account.custom_attributes[ONBOARDING_STEP_KEY]
end
def move_to_step(step)
@account.custom_attributes[ONBOARDING_STEP_KEY] = step
@account.save!
end
def finish_onboarding
@account.custom_attributes.delete(ONBOARDING_STEP_KEY)
@account.save!
end
def create_onboarding_inboxes
Onboarding::WebWidgetCreationService.new(@account, Current.user).perform
end
def account_params
params.permit(:name, :locale)
end
def custom_attributes_params
params.permit(:industry, :company_size, :timezone, :referral_source, :user_role, :website)
end
def help_center_generation_status
{
generation_id: nil,
state: nil,
articles_count: 0,
categories_count: 0
}
end
end
Api::V1::Accounts::OnboardingsController.prepend_mod_with('Api::V1::Accounts::OnboardingsController')